Glenda Moehlenpah photo with Financial Bridges logo

Glenda Moehlenpah CPA, CFP®

 

Financial Bridges

12975 Brookprinter Place, Suite 140, Poway, CA 92064

 

Phone: 858-486-0100

 

Email: glenda@financialbridges.com

Website: www.FinancialBridges.com

March/April 2024

Safe Deposit Box Do's and Dont's

Safe Deposit Box Dos and Donts

Some items should be stored in a safe deposit box, while others should be stored in a fireproof safe where you can access them quickly.

Safe Deposit Box:

  • Birth certificates, adoption papers, marriage license, divorce decree, citizenship papers

  • Copies of wills and powers of attorney

  • Deeds to property and car titles

  • Paper stock or bond certificates

  • Business records/ contracts

  • Valuable jewelry

  • Home inventory


Fireproof Safe:

  • Passports

  • Living wills and medical directives

  • Cash

  • Uninsured valuables

  • Any documents or items you might need to access quickly when the repository is closed.


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